Omar Leun Gaerste
Angestellt, Investment Analyst, LVA Indices
Student, CFA Level II Candidate, CFA Institute
Santiago de Chile, Chile
Über mich
Investment Analyst with a solid knowledge related to financial analysis, business analysis and investments. For two years I have turned my professional focus in Public Accounting and Auditing towards Investment and financial solutions and I am excited to learn and continue developing in these fields, especially in Portfolio Analysis, Instruments valuation and modeling. Meanwhile I am conducting myself through a quantitative financial analyst formation and I am quite enlivered of taking new challenges. Also, At this time, I am conducting myself through CFA Charterholder Program. Among my technical skills I can highlight the management of SQL, Python, Excel, Power bi, IBM Cognos, Bloomberg Terminal. On the other hand, I am a detail-oriented and highly motivated person; I will do the impossible to give you my best support. I like to treat others with respect. I enjoy helping and listening to people as well as working as a team. I find it fascinating when we move forward as a team!
Werdegang
Berufserfahrung von Omar Leun Gaerste
Bis heute 2 Jahre, seit Mai 2022
Investment Analyst
LVA Indices
- Analysis of national and international mutual funds. - Review and compliance with local regulations. - Daily interaction with managers around the world to support investment requirements from pension funds. - Daily interaction with SQL, Python and Bloomberg Terminal - Process management and improvement.
2 Jahre und 6 Monate, Okt. 2017 - März 2020
Business Analyst
Leun & Hernandez LTD
- Assisted in developing KPIs, and tracked KPI progress. - Handled and Improved bussines operations through continuos lean methodologies -Financial analyses, evaluating quarter to quarter to advise smarter resource allocation regarding to bussines expectations. - Aggregated data to model finances and operation, communicating reports, insights and recomendations.
5 Jahre und 6 Monate, Dez. 2009 - Mai 2015
Insurance Risk Process Analyst
Seguros Caracas de Liberty Mutual
Ausbildung von Omar Leun Gaerste
Bis heute 9 Monate, seit Aug. 2023
CFA Level II Candidate
CFA Institute
I am conducting myself through CFA Charterholder Program
7 Monate, Mai 2022 - Nov. 2022
Data Science for Investment Professionals
CFA Institute
5 Monate, Apr. 2022 - Aug. 2022
IBM Data Analyst
IBM
5 Jahre und 8 Monate, Dez. 2009 - Juli 2015
Lizentiat in öffentlichem Rechnungswesen
Universidad de Carabobo
Sprachen
Englisch
Fließend
Spanisch
Muttersprache
Deutsch
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